DFC
DFUS

DBK Financial Counsel’s Dimensional US Equity ETF DFUS Stock Holding History

DBK Financial Counsel’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.69M Buy
80,285
+8,766
+12% +$650K 4.31% 5
2025
Q4 		$5.3M Buy
71,519
+11,393
+19% +$837K 4.07% 5
2025
Q3 		$4.36M Buy
60,126
+6,672
+12% +$465K 3.66% 7
2025
Q2 		$3.58M Buy
53,454
+5,952
+13% +$369K 3.24% 10
2025
Q1 		$2.87M Buy
47,502
+3,420
+8% +$219K 2.88% 14
2024
Q4 		$2.81M Buy
44,082
+2,357
+6% +$151K 2.83% 15
2024
Q3 		$2.6M Buy
41,725
+4,810
+13% +$288K 2.62% 15
2024
Q2 		$2.17M Sell
36,915
-1,220
-3% -$69.4K 2.37% 16
2024
Q1 		$2.17M Buy
38,135
+1,440
+4% +$78K 2.28% 16
2023
Q4 		$1.9M Buy
36,695
+3,110
+9% +$151K 2.18% 15
2023
Q3 		$1.56M Buy
33,585
+4,360
+15% +$211K 2.06% 16
2023
Q2 		$1.41M Hold
29,225
– – 1.89% 16
2023
Q1 		$1.3M Buy
29,225
+4,145
+17% +$180K 1.8% 18
2022
Q4 		$1.04M Buy
25,080
+16,380
+188% +$685K 1.67% 19
2022
Q3 		$338K Buy
8,700
+820
+10% +$35.3K 0.58% 31
2022
Q2 		$321K Buy
+7,880
New +$349K 0.52% 31

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return